Summary

この調査レポート世界のADASと自動運転市場を調査し、ACES産業とその実現技術に関する徹底的な調査によるデータベースを基にした分析・予測結果を提供しています。

主な掲載内容（目次より抜粋）

1. 調査範囲
2. 調査メソドロジー
3. COVID-19以降の自動車需要
4. ADAS：乗用車 - レベル1＆2
5. 自律走行乗用車 - レベル3以上
6. ロボタクシー
7. カメラセンサ
8. レーダーセンサ
9. ライダーセンサ
10. マッピング＆ローカライゼーション向け高精度GNSS
11. データアノテーションの普及
12. オートノミーパッケージのコスト分析

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Key Highlights

This report is an outcome of M14 INTELLIGENCE leverage over the exhaustive research database on the ACES industry and its enabling technologies. The report covers -
Deep dive analysis on every enabling technology in ADAS and AV ecosystem that includes: perception & sensing hardware & software, contextual data interpretation, and AI machine learning software & hardware.

The market analysis in terms of sales, pricing, and value of important technologies covered are:

1. 3D sensing cameras for in-cabin and world-facing applications including in-cabin/driver monitoring/gesture recognition/occupant monitoring camera, forward ADAS/main camera, thermal camera, and surround-view camera system. Along with sub-component level analysis of CMOS Image Sensors, optics, & illumination sources
2. Long-range and short/medium-range LiDAR sensing with respect to major technologies that includes mechanical scanning, OPA, solid-state, FMCW, 3D flash, among others. Along with the illumination and photodetection technologies
3. Long-range and short/medium-range radar sensing systems
4. High-precision GNSS/INS, HD maps, V2X, machine learning/AI, software stack, middleware, OS, computing hardware, data annotation, AV testing and simulation (SIL, DIL, HIL, VIL) technologies
5. Demand analysis from the perspective of passenger and commercial vehicles specifically towards: robotaxis, autonomous shuttles/pods/delivery vehicles, long-haul platooning, level 3 highway pilot, level 4 highway pilot, level 4 automated valet parking
6. Mapping of key suppliers in each technology category by levels of automation (level 1/2, level 2++/3, and level 4) and OEM brands ADAS to Autonomous Vehicles - Levels of Automation across Passenger and Commercial Vehicles Segment Sensor Suite, Enabling Technologies for ADAS and Autonomous Driving Application
7. Holistic analysis of the combined impact of mega-trends on mobility such as automation, electrification, connected mobility, shared mobility, fleet services
8. Investments, funding, M&A, partnerships, collaborations in the AV ecosystem and its impact on the AV demand is analyzed

AV regulatory framework across major markets along with the analysis of AV readiness index"

Key Questions Answered

• What is the current status of vehicle automation in passenger and commercial vehicles industry?
• When will we see true autonomous driving on roads?
• Which companies will be the first to enter volume production of AVs?
• What are the different ways in which OEMs, Tier 1s, and new AV tech players going to monetize autonomous driving?
• What is the communicated time-to-market by the leading OEMs and tech companies?
• When is level 3 AVs expected on North American roads?
• How are the regulatory frameworks being developed across major automotive markets?
• What is the status of Chinese AV industry developments? And how are the Chinese OEMs, tech players, and Tier 1s approaching autonomy?
• Which markets are expected to drive the demand for AVs?
• How will autonomy be introduced first in robotaxis, shuttles, pods, and autonomous delivery vehicles?
• Who will win the supplier race to autonomy?
• How are the key autonomous driving technologies evolving?
• What is the relevance and threat of LiDAR technology in autonomous driving? And where will it be used specifically?
• How will the LiDAR prices impact the overall sensor suite package price?
• How are camera technologies evolving and how are the suppliers sustaining in this competitive market?
• How are HD maps and GNSS playing important role in autonomous driving?
• How are the stack players aligning in this market?
• How are data annotation players placed in this market?
• Which machine learning/AI techniques will be used majorly in autonomous driving?

Companies Mentioned

1. 2getthere
2. ABAX Sensing
3. AdaSky
4. Advanced Scientific Concept
5. Aeva
6. Aeye
7. Affectiva
8. AIMotive
9. AIRY3D
10. Allied Vision
11. Ambarella
12. ams
13. AMS (Acquired CMOSIS in 2015)
14. Analog Devices
15. Apex.Ai
16. Apple
17. Aptiv
18. Arbe Robotics
19. Argo (Ford & VW)
20. Artilux
21. Audi
22. Aurora Innovation
23. Aurrigo
24. AutoX
25. Baidu
26. Baidu King Long
27. Baraja
28. Beamagine
29. Beiqi Foton Motor Co., Ltd.  (Subsidiary of BAIC Group)
30. BelAZ
31. Benewake
32. Blackmore Sensors and analytics (Acquired by Aurora)
33. Blickfeld
34. Blink AI Technologies
35. BMW
36. Bosch
37. Box Bot
38. Bright Way Vision
39. Broadmann17
40. BYD Co Ltd
41. Byton
42. Carnavicom
43. Carnegie robotics
44. Caruma Technologies (not Operating)
45. Carvi
46. Caterpillar Inc.
47. Cepton technologies
48. CEVT
49. Chongqing Jinkang
50. CNH Industrial and subsidiary IVECO
51. Coast Autonomous
52. Colorado Engineering Inc.
53. Compound Eye
54. Continental
55. DAF Trucks (Subsidiary of Paccar)
56. Daimler
57. Denso
58. DGWORLD
59. Didi Chuxing
60. Draper Lab
61. EasyMile
62. Echodyne
63. Einride
64. Embark
65. Embedded vision systems
66. Encradar
67. Epilog AI
68. Espros Photonics corporation
69. Espros Photonics corporation
70. FABU
71. Fastree3D
72. FAW Group
73. FCA
74. Ficosa
75. Five AI
76. FLIR
77. Ford
78. Ford Otosan (Parent company Ford)
79. Foresight Autonomous Holdings Ltd.
80. FotoNation (acquired by Xperi)
81. Freightliner Trucks (Parent company Daimler Trucks North America)
82. Furukawa Electric
83. GACHA Sensible4 and MUJI
84. Gardian optical Technologies
85. Gatik AI
86. Geely
87. Genius Pros
88. Ghostwave
89. GM
90. GM Cruise
91. Grab
92. Great Changes, Inc.
93. Harman (Samsung)
94. Haylion Technologies
95. HealthyRoad
96. Hella
97. Hella Aglaia
98. Hesai
99. Himax Technologies Inc.
100. Hino Motors
101. Hirain
102. Hitachi Construction Machinery
103. Honda
104. Hybrid LiDAR Systems AG
105. Hyundai
106. Hyundai Mobis
107. IAV
108. Ibeo Automotive System
109. IEE
110. Infineon
111. Infineon Technologies AG
112. INFOWORKS
113. InnoSenT
114. Innoviz technologies
115. Innovusion
116. Insight LiDAR
117. Intellivision
118. Ionterra
119. IPROC (no Website)
120. Irvine Sensors Corporation
121. Isuzu Motors Ltd
122. Jabil Optics
123. JAC Motors  (Jianghuai Automobile Co)
124. JLR (subsidiary of Tata Motors)
125. John Deere
126. JS LiDAR
127. JSC KAMAZ
128. Kalray
129. Kamaz
130. Kelios
131. Kenworth Trucks (Parent company PACCAR)
132. Kodiak Robotics
133. LeddarTech
134. Leishen Intellignet Systems
135. LG
136. Lidence
137. LightMetrics
138. livox tech
139. Local Motors
140. Locomation
141. Lorentech
142. Luminar
143. Lumotive
144. Lunewave
145. LyfeLens (No Website)
146. Lyft
147. Lytx
148. Mack Trucks
149. MAN Trucks & Bus
150. Mando Halla
151. May Mobility
152. Melexis
153. Melexis
154. Metawave
155. Mirada Technologies
156. Mitsubishi
157. Mitsubishi electronic corporation
158. Mobileye
159. MOBILTECH
160. Myakiatto
161. NavInfo
162. Navistar International Corp
163. Navya
164. Neolix
165. Neptec Technologies
166. NEVS
167. Nidec
168. NIO
169. Nissan
170. Nullmax
171. Nuro
172. Nvidia
173. Oculii
174. Ohmio Automation
175. Omnivision
176. ON Semiconductor
177. Opel (GM)
178. Opsys Tech
179. Optalert
180. Optimus Ride
181. Ouster
182. Owl Autonomous Imaging
183. PACCAR
184. Panasonic
185. Panasonic
186. Pathpartner Technology Inc.
187. Peloton Technology
188. PerceptIN
189. Perrone Robotics
190. Peterbilt (Parent company PACCAR)
191. Phantom Intelligence
192. Pioneer
193. PixelPlus
194. PMDTechnologies
195. Pony.ai
196. Porsche
197. Princeton Lightwave (Acquired by Argo AI)
198. Prophesee
199. PSA Group
200. Puls.ai
201. Quanergy System
202. Redsensors
203. Renault
204. Renesas
205. Renesas
206. RIDECELL
207. Ridecell Auro
208. Rivian
209. RoadAngel
210. RoadEyes
211. Roadsense (Trakm8)
212. Robosense
213. SAIC
214. Samsung
215. Samsung
216. Sany Heavy Industry Co., Ltd
217. Satir
218. SCANIA
219. Seeing Machine
220. Seek Thermal (Not yet launched)
221. Sense Photonics
222. SF Motors / Seres
223. Shaanxi Automobile Group
224. SICK AG
225. SiLC Technologies
226. Sinotruk
227. SmartDrive Systems
228. SmartEye
229. SmartSens Technology Co. Ltd.
230. Sony
231. SOS Labs
232. ST Engineering
233. Starsky Robotics (Shut down)
234. Steradian Semiconductor
235. STMicroelectronics
236. STMicroelectronics
237. StradVision
238. Strobe Inc (Acquired by Cruise)
239. SureStar
240. Tanway
241. Tata Motor Corp
242. Telenav
243. Tencent
244. Tesla
245. Tetravue
246. ThorDrive
247. Torc Robotics (Daimler acquired)
248. Towerjazz
249. Toyota
250. Transdev and Lohr group
251. TriEye
252. Trilumina
253. Turboroto
254. TuSimple
255. Uber (Volvo Cars, toyota, Denso)
256. Udelv
257. Uhnder
258. Valeo
259. Vayyar Imaging
260. Velodyne LiDAR
261. Veoneer
262. Vicomtech-IK4
263. Videantis
264. viisights
265. Volkswagen
266. Volvo Cars
267. Volvo Trucks
268. Voyage
269. Waymo
270. Waymo
271. WeRide (JingChi)
272. Westfield
273. Wuhan Guide Infrared Co. Ltd.
274. XenomatiX
275. Yandex
276. Zenuity
277. ZF
278. Zoox
279. ZVISION

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Table of Contents

Table of Contents

01 SCOPE OF RESEARCH
02 RESEARCH METHODOLOGY
03 AUTOMOTIVE DEMAND POST COVID-19
04 ADAS PASSENGER VEHICLES - LEVEL 1 & 2
05 AUTONOMOUS OEM PASSENGER VEHICLES - LEVEL 3 AND ABOVE
06 ROBOTAXIS - AUTONOMOUS MOBILITY-AS-A-SERVICE

07 CAMERA SENSOR

1. MARKET FORECAST
   1. 1 CAMERA DEMAND BY LEVELS OF AUTOMATION
   2. 2 CAMERA DEMAND BY TECHNOLOGY TYPES
2. TECHNOLOGY TRENDS
   1. FORWARD MAIN CAMERA (MONO, STEREO, TRIPLE)
   2. SURROUND-VIEW CAMERA SYSTEM
   3. THERMAL CAMERA
   4. IN-CABIN MONITORING - DRIVER MONITORING SYSTEM AND GESTURE RECOGNITION
3. SUPPLIERS ANALYSIS
   1. IMAGE SENSOR SUPPLIERS ANALYSIS
   2. TIER 1 SUPPLIERS ANALYSIS

08 RADAR SENSOR

1. MARKET FORECAST
   1. RADAR DEMAND BY LEVELS OF AUTOMATION
   2. RADAR DEMAND BY TECHNOLOGY TYPES
2. TECHNOLOGY TRENDS
   1. SHORT/MEDIUM-RANGE RADAR
   2. LONG-RANGE RADAR
   3. HIGH-RESOLUTION IMAGING RADAR/ 4D RADAR
3. SUPPLIERS ANALYSIS

09 LIDAR SENSOR

1. MARKET FORECAST
2. TECHNOLOGY TRENDS
   1. MECHANICAL SCANNING LIDAR
   2. SOLID-STATE LIDAR
3. LIDAR SUPPLIERS ANALYSIS
4. LIDAR SUB-COMPONENTS
   1. PHOTODETECTOR TECHNOLOGIES
   2. VCSEL

10 HIGH PRECISION GNSS FOR MAPPING & LOCAILZATION

1. MARKET FORECAST
2. TECHNOLOGY TRENDS

11 PENETRATION OF DATA ANNOTATION

1. TECHNOLOGY TRENDS

12 AUTONOMY PACKAGE COST ANALYSIS

1. VALUE SHARE OF COMPONENTS FOR L1 AND L2 AUTONOMY PACKAGES
2. VALUE SHARE OF COMPONENTS FOR L3 AND ABOVE AUTONOMY PACKAGES

13 APPENDICES

1. ADAS AND AUTONOMOUS FUNCTIONS
2. LEVELS OF AUTONOMY
3. AUTONOMOUS DRIVING FROM CONSUMERS PERSPECTIVE